SageGuard Financial Group, LLC

报告期 2026-03-31 · CIK 0001861378

持仓数

196

前50大市值合计

$509.1M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 21Q2

25Q4 调仓2021-06-30 → 2025-12-31 · 共 150 项建仓 64增持 32减持 28清仓 26

方向

标的

Δ市值

现股数(环比)

增持

AAPL APPLE INC

+$29.6M

145,017 +102%

增持

NVDA NVIDIA CORPORATION

+$25.1M

140,756 +10034%

建仓

JEPQ J P MORGAN EXCHANGE TRADED F

+$21.3M

366,313

增持

GLD SPDR GOLD TR

+$18.7M

50,640 +535%

增持

WMT WALMART INC

+$18.1M

205,485 +499%

增持

MSFT MICROSOFT CORP

+$17.5M

53,297 +73%

建仓

JEPI J P MORGAN EXCHANGE TRADED F

+$17.1M

298,448

增持

KO COCA COLA CO

+$15.5M

244,270 +736%

增持

BUFR FIRST TR EXCHNG TRADED FD VI

+$15.4M

455,390 +4434%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$13.8M

39,413 +81%

建仓

COST COSTCO WHSL CORP NEW

+$13.4M

15,559

建仓

PGR PROGRESSIVE CORP

+$13.1M

57,677

增持

LMT LOCKHEED MARTIN CORP

+$12.0M

28,652 +498%

建仓

GE GE AEROSPACE

+$11.9M

38,600

增持

CL COLGATE PALMOLIVE CO

+$10.2M

147,445 +715%

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$9.8M

32,951

建仓

META META PLATFORMS INC

+$9.0M

13,643

建仓

TMFE RBB FD INC

+$8.9M

305,054

增持

XLP SELECT SECTOR SPDR TR

+$8.4M

120,993 +771%

建仓

CEG CONSTELLATION ENERGY CORP

+$8.3M

23,392

建仓

STLD STEEL DYNAMICS INC

+$8.2M

48,347

建仓

SPYI NEOS ETF TRUST

+$8.1M

154,528

增持

MCD MCDONALDS CORP

+$8.0M

36,466 +165%

增持

QQQ INVESCO QQQ TR

+$7.8M

24,340 +20%

增持

AMZN AMAZON COM INC

+$7.5M

96,952 +2143%

增持

GOOG ALPHABET INC

+$7.3M

24,373 +15727%

增持

XLF SELECT SECTOR SPDR TR

+$6.5M

175,657 +105%

建仓

WM WASTE MGMT INC DEL

+$5.9M

26,665

建仓

QQA INVESCO ACTIVELY MANAGED EXC

+$5.7M

107,368

减持

VCSH VANGUARD SCOTTSDALE FDS

-$5.6M

2,919 -96%

减持

CAT CATERPILLAR INC

+$5.3M

15,350 -6%

增持

ET ENERGY TRANSFER L P

+$5.0M

332,732 +692%

减持

MRK MERCK & CO INC

-$5.0M

14,280 -83%

减持

VGT VANGUARD WORLD FD

-$4.4M

7,856 -70%

增持

HCA HCA HEALTHCARE INC

+$4.2M

9,801 +504%

建仓

EFAA INVESCO ACTIVELY MANAGED EXC

+$3.8M

69,874

减持

PPA INVESCO EXCHANGE TRADED FD T

-$3.8M

43,596 -69%

建仓

RSPA INVESCO ACTIVELY MANAGED EXC

+$3.7M

73,234

建仓

VRTX VERTEX PHARMACEUTICALS INC

+$3.7M

8,103

减持

— EXXON MOBIL CORP

+$3.3M

67,215 -12%

增持

JPM JPMORGAN CHASE & CO.

+$3.1M

10,175 +640%

增持

ABBV ABBVIE INC

+$3.1M

14,556 +520%

建仓

VUG VANGUARD INDEX FDS

+$3.0M

6,079

建仓

BUFT FIRST TR EXCHNG TRADED FD VI

+$2.7M

109,629

建仓

IUSB ISHARES TR

+$2.6M

56,832

减持

VTI VANGUARD INDEX FDS

-$2.6M

4,950 -74%

减持

T AT&T INC

-$2.6M

186,800 -26%

减持

PFE PFIZER INC

-$2.5M

9,578 -86%

减持

UNH UNITEDHEALTH GROUP INC

-$2.4M

1,517 -79%

减持

CSCO CISCO SYS INC

-$2.4M

6,192 -89%

增持

IAU ISHARES GOLD TR

+$2.3M

46,782 +7%

建仓

QYLD GLOBAL X FDS

+$2.3M

127,468

建仓

COF CAPITAL ONE FINL CORP

+$2.0M

8,060

增持

BRK/A BERKSHIRE HATHAWAY INC DEL

+$1.8M

3 +200%

建仓

IQQQ PROSHARES TR

+$1.8M

41,305

建仓

ITWO PROSHARES TR

+$1.8M

45,464

建仓

AVGO BROADCOM INC

+$1.8M

5,199

建仓

LQTI FIRST TR EXCHANGE-TRADED FD

+$1.8M

87,769

建仓

ISPY PROSHARES TR

+$1.8M

38,653

建仓

HYTI FIRST TR EXCHANGE-TRADED FD

+$1.8M

88,644

建仓

FENY FIDELITY COVINGTON TRUST

+$1.7M

70,592

建仓

AXP AMERICAN EXPRESS CO

+$1.7M

4,715

清仓

VCIT VANGUARD SCOTTSDALE FDS

-$1.7M

0 -100%

建仓

CR CRANE COMPANY

+$1.7M

9,354

减持

BA BOEING CO

-$1.7M

2,054 -77%

减持

DUK DUKE ENERGY CORP NEW

+$1.7M

96,850 -1%

减持

JNJ JOHNSON & JOHNSON

-$1.7M

4,925 -70%

建仓

OHI OMEGA HEALTHCARE INVS INC

+$1.7M

37,985

建仓

GEV GE VERNOVA INC

+$1.7M

2,540

减持

FVD FIRST TR EXCHANGE-TRADED FD

-$1.6M

10,689 -80%

建仓

XLI SELECT SECTOR SPDR TR

+$1.6M

10,367

清仓

ARKQ ARK ETF TR

-$1.6M

0 -100%

建仓

BJ BJS WHSL CLUB HLDGS INC

+$1.5M

17,038

建仓

XYLD GLOBAL X FDS

+$1.5M

37,596

清仓

TSN TYSON FOODS INC

-$1.5M

0 -100%

增持

VOO VANGUARD INDEX FDS

+$1.4M

4,867 +19%

减持

SPYM SPDR SERIES TRUST

-$1.4M

2,868 -91%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$1.3M

5,129 +151%

增持

AMD ADVANCED MICRO DEVICES INC

+$1.3M

7,394 +140%

增持

SCHD SCHWAB STRATEGIC TR

+$1.3M

113,284 +371%

建仓

PM PHILIP MORRIS INTL INC

+$1.3M

7,876

清仓

SPDW SPDR INDEX SHS FDS

-$1.3M

0 -100%

清仓

— BLACKROCK INC

-$1.3M

0 -100%

减持

BKNG BOOKING HOLDINGS INC

-$1.2M

91 -88%

清仓

— CRANE CO

-$1.2M

0 -100%

增持

BND VANGUARD BD INDEX FDS

+$1.2M

21,780 +352%

建仓

RYLD GLOBAL X FDS

+$1.2M

77,265

建仓

KR KROGER CO

+$1.2M

18,611

减持

HD HOME DEPOT INC

-$1.2M

4,345 -48%

减持

TXN TEXAS INSTRS INC

-$1.1M

3,199 -64%

建仓

BUFG FIRST TR EXCHNG TRADED FD VI

+$1.1M

40,114

建仓

SPH SUBURBAN PROPANE PARTNERS L

+$1.1M

58,634

建仓

GRAL GRAIL INC

+$1.1M

12,511

清仓

MKC MCCORMICK & CO INC

-$1.0M

0 -100%

清仓

D DOMINION ENERGY INC

-$1.0M

0 -100%

增持

NOC NORTHROP GRUMMAN CORP

+$1.0M

4,434 +7%

减持

LLY ELI LILLY & CO

+$1.0M

1,258 -14%

减持

CVX CHEVRON CORP NEW

+$992.0K

24,427 -6%

建仓

BBDC BARINGS BDC INC

+$984.2K

107,212

建仓

TMFG RBB FD INC

+$976.1K

32,364

建仓

CIBR FIRST TR EXCHANGE TRADED FD

+$968.9K

13,560

减持

XLU SELECT SECTOR SPDR TR

-$968.1K

19,066 -32%

减持

SQ BLOCK INC

-$931.0K

3,364 -29%

建仓

MPLX MPLX LP

+$890.2K

16,679

增持

TSLA TESLA INC

+$875.9K

3,911 +201%

建仓

GOOGL ALPHABET INC

+$870.2K

2,780

增持

XLV SELECT SECTOR SPDR TR

+$851.6K

18,841 +15%

清仓

BX BLACKSTONE GROUP INC

-$811.0K

0 -100%

清仓

— ENABLE MIDSTREAM PARTNERS LP

-$765.0K

0 -100%

清仓

PRU PRUDENTIAL FINL INC

-$750.0K

0 -100%

建仓

HSY HERSHEY CO

+$735.2K

4,040

建仓

MO ALTRIA GROUP INC

+$714.7K

12,395

清仓

SPTL SPDR SER TR

-$690.0K

0 -100%

清仓

KREF KKR REAL ESTATE FIN TR INC

-$681.0K

0 -100%

建仓

SCHG SCHWAB STRATEGIC TR

+$680.5K

20,863

建仓

VLO VALERO ENERGY CORP

+$672.6K

4,132

增持

SPY SPDR S&P 500 ETF TR

+$658.2K

1,308 +140%

建仓

NFLX NETFLIX INC

+$652.7K

6,961

清仓

LDUR PIMCO ETF TR

-$647.0K

0 -100%

减持

DVY ISHARES TR

-$645.9K

5,477 -55%

减持

DG DOLLAR GEN CORP NEW

-$642.1K

1,694 -58%

建仓

ED CONSOLIDATED EDISON INC

+$636.1K

6,405

清仓

CRM SALESFORCE COM INC

-$611.0K

0 -100%

减持

VOX VANGUARD WORLD FD

-$597.6K

3,049 -63%

清仓

SPEM SPDR INDEX SHS FDS

-$578.0K

0 -100%

建仓

EPD ENTERPRISE PRODS PARTNERS L

+$572.2K

17,849

清仓

GM GENERAL MTRS CO

-$549.0K

0 -100%

建仓

XJUN FIRST TR EXCHNG TRADED FD VI

+$547.5K

12,747

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$547.2K

2,490

建仓

XDEC FIRST TR EXCHNG TRADED FD VI

+$537.8K

13,141

建仓

XSEP FIRST TR EXCHNG TRADED FD VI

+$532.0K

12,552

清仓

— CARNIVAL CORP

-$531.0K

0 -100%

清仓

XLC SELECT SECTOR SPDR TR

-$531.0K

0 -100%

减持

SPAB SPDR SERIES TRUST

-$528.6K

9,452 -63%

建仓

WRLD WORLD ACCEP CORPORATION

+$528.4K

3,764

建仓

WMB WILLIAMS COS INC

+$507.3K

8,440

减持

OKE ONEOK INC NEW

+$504.8K

32,052 -4%

清仓

PAGP PLAINS GP HLDGS L P

-$501.0K

0 -100%

清仓

DIS DISNEY WALT CO

-$498.0K

0 -100%

清仓

LUV SOUTHWEST AIRLS CO

-$491.0K

0 -100%

建仓

XMAR FIRST TR EXCHNG TRADED FD VI

+$487.3K

12,204

清仓

NKE NIKE INC

-$477.0K

0 -100%

建仓

SCHX SCHWAB STRATEGIC TR

+$476.3K

17,699

清仓

SCHP SCHWAB STRATEGIC TR

-$446.0K

0 -100%

建仓

TMO THERMO FISHER SCIENTIFIC INC

+$442.1K

763

建仓

IVV ISHARES TR

+$439.3K

641

清仓

XLY SELECT SECTOR SPDR TR

-$435.0K

0 -100%

建仓

SLV ISHARES SILVER TR

+$433.2K

6,725

增持

ATO ATMOS ENERGY CORP

+$432.4K

5,329 +11%

清仓

SCHO SCHWAB STRATEGIC TR

-$428.0K

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。